Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$18.6B
AUM Growth
-$3.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,302
New
Increased
Reduced
Closed

Top Buys

1
+$82.1M
2
+$56.5M
3
+$44.9M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$40M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$36.6M

Top Sells

1
+$76.2M
2
+$53.1M
3
+$50.4M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$41.7M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$28.3M

Sector Composition

1 Technology 9.03%
2 Financials 4.71%
3 Healthcare 4.25%
4 Consumer Discretionary 4.16%
5 Industrials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2226
$356K ﹤0.01%
8,434
-13,758
2227
$356K ﹤0.01%
3,779
+619
2228
$356K ﹤0.01%
16,860
+868
2229
$355K ﹤0.01%
9,811
+2,405
2230
$354K ﹤0.01%
28,234
+3,485
2231
$354K ﹤0.01%
8,403
-145
2232
$353K ﹤0.01%
11,715
+492
2233
$353K ﹤0.01%
6,711
+634
2234
$351K ﹤0.01%
2,399
+998
2235
$351K ﹤0.01%
2,257
-129
2236
$351K ﹤0.01%
24,155
+946
2237
$350K ﹤0.01%
21,621
-2,000
2238
$350K ﹤0.01%
16,503
-3,554
2239
$349K ﹤0.01%
3,260
-368
2240
$349K ﹤0.01%
18,316
+112
2241
$349K ﹤0.01%
3,905
+204
2242
$348K ﹤0.01%
9,481
-305
2243
$348K ﹤0.01%
30,283
+939
2244
$348K ﹤0.01%
52,543
+885
2245
$348K ﹤0.01%
5,879
-640
2246
$348K ﹤0.01%
+1,477
2247
$347K ﹤0.01%
223,841
-35,000
2248
$347K ﹤0.01%
+10,021
2249
$347K ﹤0.01%
6,918
-5,227
2250
$346K ﹤0.01%
8,566
-2,206
88 89
90
91 92